This report includes analysis of the research conducted among 108 finance professionals in collaboration with the Charity Finance Group, as well as case studies from how other charities are managing their digital transformation journey, some of the key themes include:

  • Why charities need to rethink their approach to digital change
  • How finance teams are well-placed to enable digital change
  • The need for better digital champions

It examines how finance professionals rate their organisation’s progress on the digital agenda, the extent to which they are currently engaged in digital strategy development and project management. As well as investigating how the finance function needs to change as technology plays an ever more dominant role in each part of every charity.

We would like to thank the following individuals who gave their time to support this research:

  • Chris Baker, Finance Director, Citizens Advice
  • Jackie Freeman, Director of Corporate Services, Marie Curie
  • Clive Gardiner, Head of Digital, NSPCC
  • David Goulds, Director of Finance and Operations, Society and College of Radiographers
  • Sue Hall, Finance Director, Historic Royal Palaces
  • Harriet Jones, Director of Finance and Resources, Asthma UK
  • Paula Laird, Director of Finance and IT, WaterAid
  • Kris Murali, Group Director of Finance and Resources, Sense - National Deafblind & Rubella Association
  • Diane Rickwood, Director of Finance and Operations, Pricess Alice Hospice
  • Eva Stirling, Researcher, Eduserv
  • Paul Taylor, Finance Director, NSPCC


About the author

Natasha Veenendaal

Natasha runs Eduserv's Local Government Executive Briefing programme. Working closely with Jos Creese, Principal Analyst, and the steering group of senior local government leaders, she aims to increase sector-wide understanding of the benefits of cloud computing and broader digital initiatives. This includes working on research reports, conducting interviews, putting together events and engaging with industry figures at events and through social media. Before Eduserv, she spent 14 years working for international publishing and events businesses. First in the financial sector with 9 years at Euromoney, including a two year secondment in Hong Kong, and more recently 5 years in digital, delivering conference agendas on topics such as app development, enterprise mobility, cloud, and digital marketing.

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